KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$7.91M
3
+$1.57M
4
MRVL icon
Marvell Technology
MRVL
+$1.56M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.17M

Top Sells

1
+$8.46M
2
+$5.51M
3
+$2.68M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.1M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.48M

Sector Composition

1 Technology 18.59%
2 Financials 14.22%
3 Healthcare 10.19%
4 Industrials 9.83%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$191K 0.02%
1,481
-70
202
$191K 0.02%
5,225
203
$189K 0.02%
1,324
204
$187K 0.02%
324
205
$187K 0.02%
2,774
-21,464
206
$184K 0.02%
2,798
+758
207
$182K 0.02%
857
208
$178K 0.02%
1,588
209
$177K 0.02%
2,940
210
$176K 0.02%
1,399
211
$171K 0.02%
2,122
212
$168K 0.01%
1,362
213
$164K 0.01%
14,114
-1,344
214
$163K 0.01%
12,227
+6,726
215
$162K 0.01%
435
+100
216
$161K 0.01%
1,705
+425
217
$161K 0.01%
408
+94
218
$161K 0.01%
818
219
$159K 0.01%
1,799
220
$157K 0.01%
700
221
$155K 0.01%
2,100
+300
222
$152K 0.01%
2,565
+470
223
$150K 0.01%
2,130
224
$150K 0.01%
822
225
$144K 0.01%
1,720
7 8
9
10 11